15 unchanged sentences
KPMG LLP, an independent registered public accounting firm, has audited the Corporation’s Consolidated Financial Statements as of and for the year ended December 31, 2024 and the effectiveness of the Corporation’s internal control over financial reporting as of December 31, 2024, as stated in their reports, which are included herein.
−Removed: /s/ Rodger Levenson /s/ Arthur J.
−Removed: Rodger Levenson Arthur J.
−Removed: Chairman, President and Chief Executive Officer Executive Vice President, Chief Wealth Officer and
−Removed: Interim Chief Financial Officer
+Added: /s/ Rodger Levenson /s/ David Burg
+Added: Rodger Levenson David Burg
+Added: Chairman, President and Chief Executive Officer Executive Vice President and Chief Financial Officer
February 28, 2025
5 unchanged sentences
In our opinion, the Company maintained, in all material respects, effective internal control over financial reporting as of December 31, 2024, based on criteria established in Internal Control - Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the Treadway Commission.
−Removed: We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the consolidated statements of financial condition of the Company as of December 31, 2023 and December 31, 2022, the related consolidated statements of income, comprehensive income (loss), changes in stockholders’ equity, and cash flows for each of the years in the three-year period ended December 31, 2023, and the related notes (collectively, the consolidated financial statements), and our report dated February 29, 2024 expressed an unqualified opinion on those consolidated financial statements.
+Added: We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the consolidated statements of financial condition of the Company as of December 31, 2024 and 2023, the related consolidated statements of income, comprehensive income (loss), changes in stockholders’ equity, and cash flows for each of the years in the three-year period ended December 31, 2024, and the related notes (collectively, the consolidated financial statements), and our report dated February 28, 2025 expressed an unqualified opinion on those consolidated financial statements.
Basis for Opinion
18 unchanged sentences
OTHER INFORMATION
+Added: During the quarter ended December 31, 2024, no director or officer of the Company adopted or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K.
DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT INSPECTIONS
4 unchanged sentences
A copy of the Code of Ethics is posted on our website at www.wsfsbank.com .
+Added: We have adopted an Insider Trading Policy governing the purchase, sale, and/or other dispositions of WSFS' securities by its directors, officers, and employees that are reasonably designed to promote compliance with insider trading laws, rules and regulations, and any listing standards applicable to WSFS.
+Added: A copy of the Insider Trading Policy is filed as Exhibit 19 to this Annual Report on Form 10-K.
EXECUTIVE COMPENSATION
57 unchanged sentences
10.9 Amended and Restated Beneficial Bank Elective Deferred Compensation Plan, incorporated herein by reference to Exhibit 10.4 of the Registrant’s Quarterly Report on Form 10-Q filed with the SEC on May 10, 2019.
+Added: 19 WSFS Financial Corporation Insider Trading Policy, Adopted April 27, 2023.
21 Subsidiaries of Registrant+
4 unchanged sentences
Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002+
−Removed: 97 WSFS Financial Corporation Compensation Clawback Policy, Adopted August 2023.
+Added: 97 WSFS Financial Corporation Compensation Clawback Policy, Adopted August 2023, incorporated herein by reference to Exhibit 97 of the Registrant's Annual Report on Form 10-K filed with the SEC on February 29, 2024.
101.SCH XBRL Schema Document **
46 unchanged sentences
February 28, 2025 BY:
−Removed: /s/ Arthur J.
−Removed: Executive Vice President, Chief Wealth Officer and Interim Chief Financial Officer
+Added: /s/ David Burg
+Added: Executive Vice President and Chief Financial Officer
February 28, 2025 BY:
2 unchanged sentences
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.